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GoProposal

Client engagement: proposal software for accountants

Client engagement, simplified. From sending automated, professional proposals, to customizable engagement letters with the highest levels of compliance, GoProposal has you covered.

Proposal features

Standardize your scoping

Keep your team on track and give clients a clear understanding of costs with a consistent pricing system across your firm. Build your pricing matrix in seconds using a simple wizard that makes it easy to itemise services line by line.

Impress clients with speedy proposals and renewals

Make an impact and win more business with professional proposals that you can produce on the spot during meetings. Customize proposals with a ready-to-use library of templates to match your brand.

Nurture your client relationship

Build better relationships with clients and boost their confidence with proposals and pricing that set clear expectations. GoProposal by Sage makes it simple to complete tasks on time so that you can keep clients happy.

Engagement letter features

Engage with clients efficiently

Build letters of engagement in minutes with customizable, compliant templates and send them directly to be signed electronically by the client. This allows you to reduce delays after you meet the client. You can act quickly, send them the letter right away, save time, and build a lasting impression.

Communicate key dates

Effectively communicate start dates and information deadlines within your letters to outline responsibilities and ensure full transparency with your client.

Manage client records all in one place

Manage all your client records within the contact hub and automatically receive notifications when upcoming engagement letter renewals are due.

Get started with GoProposal by Sage

Unlock the potential of your practice with customisable features, designed to help you meet clients' needs efficiently. Choose the features that suit your requirements and customize.

Solo

5 Proposals
$75 /month

Basic

10 Proposals
$120 /month

Standard

50 Proposals
$150 /month

Premium

Unlimited proposals
$255 /month

Accountants discuss GoProposal by Sage

GoProposal allows you to make massive gains almost overnight in both profitability and customer experience. I simply wouldn't run our business without it now.

Ross Murray
Director of Acumen Accountants

Get more than just great software

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Learning

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Boost productivity at your accountancy practice

Talk to one of our experts to get 1-2-1 advice on boosting efficiency with GoProposal by Sage.